Member Consultant II (Auburn Branch)

Brief Description

Verity is hiring for a Member Consultant II at our Auburn Branch. Since 1933, Verity has been a local member-owned credit union and the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV).

About the Role

The Member Consultant II enhances members' lives by creating trusted relationships. This position brings Verity's experience standards to life in every interaction, making it easy to do business, finding ways to say "yes," and valuing members' time.

Responsibilities

• Create and maintain trusted relationships with members
• Originate, process, and onboard new members
• Originate, process, and fund consumer, mortgage, and business loans
• Capture relevant member information and input it into the CRM system
• Protect members' confidence by adhering to security and compliance procedures
• Accurately and efficiently process transactions including wires, payments, and IRA distributions
• Aid in branch operations, audits, and opening/closing procedures
• Collaborate with branch team to achieve individual and team goals

Requirements

• High School diploma or equivalent
• Minimum of 2 years experience in a financial institution
• Minimum of 3 years of customer service experience

Qualifications

• Communication Proficiently: delivers clear verbal and written communication, breaks down complex ideas, actively listens, and paraphrases effectively
• Analytical Thinking: Carefully reviews and analyzes situations, data, and documents to identify opportunities and potential risks
• Problem Solving: Anticipates, identifies, and defines problems, seeks root causes, and implements practical solutions
• Social Intelligence: Demonstrates empathy, emotional intelligence, and self-awareness in interactions, with advanced cross-selling and relationship-building abilities
• Initiative: Actively seeks opportunities to contribute, works independently with purpose and ownership
• Collaborative: Collaborates with teammates, offers assistance for mutual improvement with the pursuit of common missions, vision, values, and mutual goals
• Member-focused: Committed to providing an excellent member experience, anticipates and understands member needs to provide sound recommendations
• Detail-oriented: Accurately follows procedures, identifies improvements
• Technical skills: Possesses an in-depth understanding of systems for transactions, research, and issue resolution, with the ability to assist members and peers
• Integrity: Prioritizes honesty, respects member confidentiality, and inspires trust
• Self-Management: Accountable for time and task organization, stress management, and positive relationship maintenance
• Advanced Sales and Cross-Selling: Ability to anticipate needs and identify opportunities to share the benefits of our products and refer members to additional products based on those needs

Benefits

• Base Pay: Salary range of $26.61 (minimum) to $39.92 (maximum), with a midpoint of $33.27
• Commission / Incentive Pay: Eligible for monthly and quarterly bonuses
• Paid Time Off: 11 paid holidays per year, 20 days of combined vacation and sick leave accrual
• Benefits: Medical, dental, vision, and basic life insurance, with a no-cost option available for employee-only coverage. 401k plan with employer match up to 6%
• Other Benefits: Annual cash bonuses up to 1%, profit-sharing bonus to 401k accounts based on company performance
• Great Perks: Wellness subsidy, transportation reimbursement, and education reimbursement